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Columbia Diversified Fixed Income Allocation ETF

61 hedge funds and large institutions have $235M invested in Columbia Diversified Fixed Income Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
22
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$637K -$138K -7,839 -18%
GFS
27
GYL Financial Synergies
Connecticut
$623K -$7.02K -398 -1%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$505K -$52.3K -2,966 -9%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$485K +$337K +19,115 +228%
KAS
30
Kestra Advisory Services
Texas
$456K +$3.74K +212 +0.8%
AWS
31
Atria Wealth Solutions
New York
$449K -$65.7K -3,725 -13%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$434K +$434K +24,580 New
AAS
33
Ameritas Advisory Services
Nebraska
$321K -$74.5K -4,220 -19%
PAG
34
Private Advisor Group
New Jersey
$301K +$31.6K +1,790 +12%
CIA
35
Concurrent Investment Advisors
Florida
$295K +$295K +16,701 New
KWM
36
Kaydan Wealth Management
Michigan
$287K +$6.28K +356 +2%
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
$280K +$15.9K +900 +6%
NP
38
NorthRock Partners
Minnesota
$272K
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$266K -$48.5K -2,755 -15%
Stifel Financial
40
Stifel Financial
Missouri
$234K +$441 +25 +0.2%
FI
41
Financial Insights
Washington
$219K -$32.9K -1,863 -13%
PCIA
42
Prime Capital Investment Advisors
Kansas
$212K -$547 -31 -0.3%
WP
43
WealthPLAN Partners
Nebraska
$206K +$3.44K +195 +2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$180K -$89.2K -5,057 -33%
ASN
45
Advisory Services Network
Georgia
$178K +$178K +10,085 New
GRP
46
Global Retirement Partners
California
$176K
CFGS
47
Concourse Financial Group Securities
Alabama
$94K
HI
48
Harbour Investments
Wisconsin
$58.3K
NA
49
NewEdge Advisors
Louisiana
$51.3K +$53 +3 +0.1%
SPIA
50
Steward Partners Investment Advisory
New York
$38.5K